SEC 13F Intelligence

Red Cedar Investment Management, LLC / AVGO

Red Cedar Investment Management, LLC’s Broadcom Inc Position

Does Red Cedar Investment Management, LLC own Broadcom Inc (AVGO)? Yes — 33.5K shares worth $10M (+1.08% of its 13F portfolio) as of Q1 2026, down from 43.5K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
33.5K
% of Portfolio
+1.08%
Quarters Held
24
currently held

Position History AVGO

Reported value by quarter
Q2 ’20: $1MQ2 ’20Q3 ’20: $3MQ4 ’20: $4MQ1 ’21: $4MQ1 ’21Q2 ’21: $3MQ3 ’21: $4MQ4 ’21: $5MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $4MQ1 ’23: $6MQ2 ’23: $7MQ2 ’23Q3 ’23: $6MQ4 ’23: $8MQ1 ’24: $11MQ1 ’24Q2 ’24: $10MQ3 ’24: $11MQ4 ’24: $13MQ4 ’24Q1 ’25: $9MQ2 ’25: $15MQ3 ’25: $16MQ3 ’25Q4 ’25: $15MQ1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202633.5K$10M+1.08%
Q4 202543.5K$15M+1.63%
Q3 202549.8K$16M+1.93%
Q2 202553.2K$15M+1.85%
Q1 202556.6K$9M+1.31%
Q4 202456.6K$13M+1.65%
Q3 202465.0K$11M+1.42%
Q2 20246.5K$10M+1.42%
Q1 20248.4K$11M+1.40%
Q4 20237.2K$8M+1.16%
Q3 20237.2K$6M+0.91%
Q2 20237.7K$7M+1.02%
Q1 20239.0K$6M+0.89%
Q4 20226.5K$4M+0.58%
Q3 20226.1K$3M+0.46%
Q2 20226.1K$3M+0.49%
Q1 20226.1K$4M+0.54%
Q4 20217.2K$5M+0.57%
Q3 20217.4K$4M+0.47%
Q2 20215.4K$3M+0.34%
Q1 20217.9K$4M+0.47%
Q4 20208.0K$4M+0.52%
Q3 20208.2K$3M+0.54%
Q2 20203.8K$1M+0.28%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Red Cedar Investment Management, LLC’s full portfolio or all institutional holders of AVGO.